Overview
Assets Under Management: $117 million
Headquarters: VIENNA, VA
Frequently Asked Questions
ATEGRA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164245), ATEGRA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ATEGRA CAPITAL MANAGEMENT, LLC is headquartered in VIENNA, VA.
According to their SEC Form ADV, ATEGRA CAPITAL MANAGEMENT, LLC offers portfolio management for pooled investment vehicles. View all service details ↓
ATEGRA CAPITAL MANAGEMENT, LLC manages $117 million in client assets according to their SEC filing dated July 24, 2024.
According to their SEC Form ADV, ATEGRA CAPITAL MANAGEMENT, LLC serves pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles
Clients
Total Client Accounts: 2
Discretionary Accounts: 2
Regulatory Filings
CRD Number: 164245
Filing ID: 1880820
Last Filing Date: 2024-07-24 17:11:00